We connect Idealista, Fotocasa and other portals with HubSpot, Salesforce, Pipedrive or Zoho CRM, keeping leads in sync, portfolio context available and notes in the right field without changing ownership of landlord data.
The workflows, examples and figures on this page are illustrative composites and modelled targets, not measured client results. In a real project, we define the baseline, thresholds and human review with your data before rollout.
A lead lands from Idealista, sits in an inbox, gets dumped into HubSpot a day later with half the fields filled. The portfolio is managed somewhere else. The AI that should personalise the reply has no idea the property was rented yesterday or that this client already enquired about three flats in the same neighbourhood. Meanwhile the portal keeps charging for premium placement.
We close the loop between portals, CRM and agent: bidirectional sync, dedup by phone and email, live portfolio reads with real availability, notes and tasks written with the context of the conversation. The ownership of the landlord’s data doesn’t move: the connectors read what the contract allows and respect the rate limits each portal imposes.
A lead moves from the portal into the CRM, is deduplicated and assigned; portfolio and availability flow back to channels; incidents and owner data reach the relevant manager. Sales, operations and property management resolve exceptions.
Idealista, Fotocasa and forms supply leads; HubSpot, Salesforce, Pipedrive or Zoho CRM retains activity; the portfolio manager and owner portal retain assets, statuses, contracts and incidents.
Uncertain duplicates, unmapped fields, conflicting property statuses, portal limits, failed writes and owner-data conflicts remain pending and do not overwrite the system of record.
The CRM or portfolio owner approves every conflicting write; unresolved discrepancies escalate to operations before writing, and sales retains promised availability, negotiation and offers.
API, feed and webhook connectors with versioned mapping, idempotency, rate-limit queues, status reconciliation and an approval or rejection log for every exception.
Idealista and Fotocasa with HubSpot, Salesforce, Pipedrive or Zoho CRM, linked to the portfolio manager, incident system and owner portal without replacing the system of record.
Every lead from Idealista, Fotocasa or Habitaclia enters HubSpot, Salesforce, Pipedrive or Zoho CRM with the property reference, source and original message, enriched with the client’s history if they already existed.
The agent reads the portfolio in real time from the CRM or property system: prices, availability, photos, features. It never recommends a property just reserved or quotes an old price.
After every conversation the agent writes the note on the contact, opens the viewing task with the preferred slot and links the properties shown, in the CRM fields, not in a parallel Notion.
Tenant incidents arrive via WhatsApp or email, get routed to the property management ticket system with priority and category, and follow-up flows back to the tenant without anyone retyping it.
Keeps owner data, contract conditions and monthly reports in sync between the commercial CRM and the owner portal, with mapping for the non-standard fields every client accumulates.
Baseline assumption: Idealista leads land in a shared inbox and get dumped into HubSpot the next day, 22% are duplicates of contacts that already existed. The portfolio is updated in the manager but the commercial team still sends a weekly PDF. When a flat is reserved the portal keeps showing it for hours. Average first reply time: 11 hours.
Modelled operating target: Every lead reaches the CRM in under a minute, deduplicated by phone and email against existing contacts. The agent reads the live portfolio and never quotes properties that are off the market. Notes, tasks and property links are written in HubSpot on the correct fields. Sync with the owner portal updates with every status change.
Mid-market CRM with broad APIs, a natural fit for sales agents and lead enrichment.
CRM with strong adoption among Spanish SMBs, automations and agents at a contained cost.
Email, calendar and SharePoint as channel and context, triage, drafting and RAG over your inbox and files.
You do, no ambiguity. The connectors move data between your systems and the portal you have a contract with, they don’t store it in an intermediate layer you don’t control. We apply your retention policy and give the DPO a view of which data lives where and why.
Each portal has its own rate-limit regime and technical contract. The connectors respect them, queue when needed and warn if a portal changes a limit or endpoint. We don’t force calls that put your portal account at risk.
Yes. Before we start, we map every non-standard field, from "orientation" to "end-client commission", between source and destination, with you validating each equivalence. In production, a write that fails validation or conflicts with existing data stays pending: the designated CRM or portfolio owner reviews it, and unresolved discrepancies escalate to operations before any write. Every approval or rejection is logged. If a field in the manager has no counterpart in the CRM we create it, not discard it.
No. We work with HubSpot, Salesforce, Pipedrive or Zoho CRM according to the capabilities and permissions available in your account, alongside the main property managers. When the manager is bespoke or offers no documented interface, we evaluate webhooks, scheduled exports or an intermediate connector. No forced migrations to get started.
We design for privacy from the start, human control, traceability, usage limits, permissioning and documentation. For sensitive processes, we help assess risk and applicable obligations under GDPR and the EU AI Act.
Every engagement is led personally by one of the partners. If there's a fit, you get a personal first read of your case within one business day, not a canned demo.
